Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Sales increased by JPY8.5bn due to consolidation of Iwatsu Electric and Nakayo, with operating profit rising JPY762mn.</li><li>Business Communication Systems segment turned profitable, with sales at JPY13.5bn and segment profit at JPY392mn.</li><li>Design segment sales reached JPY3.3bn, with segment profit increasing by 218.6% YoY to JPY532mn.</li></ul>

Sales increased by JPY8.5bn due to consolidation of Iwatsu Electric and Nakayo, with operating profit rising JPY762mn.Business Communication Systems segment turned profitable, with sales at JPY13.5bn and segment profit at JPY392mn.Design segment sales reached JPY3.3bn, with segment profit increasing by 218.6% YoY to JPY532mn.

Ai Holdings (3076 JP): 1H FY06/26 flash update

<ul><li>Sales increased by JPY16.4bn due to Iwatsu Electric's acquisition, while operating profit declined by JPY964mn.</li><li>Achievement toward full-year forecast reached 97.3% for sales, 84.7% for operating profit, and 79.6% for recurring profit.</li><li>Sales and profit in the Security Equipment segment increased YoY, driven by large orders and strong replacement contracts.</li></ul>

Sales increased by JPY16.4bn due to Iwatsu Electric's acquisition, while operating profit declined by JPY964mn.Achievement toward full-year forecast reached 97.3% for sales, 84.7% for operating profit, and 79.6% for recurring profit.Sales and profit in the Security Equipment segment increased YoY, driven by large orders and strong replacement contracts.

Ai Holdings (3076 JP): Full-year FY06/25 flash update

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Calbee: Profitability pressured by rising input costs, but valuation is attractive at 11x EBIT vs sector 14x, leaving it exposed to potential M&amp;A interest.</li>
<li>Eiken: Strategic shareholders near 30% with governance changes underway; growth steady, but trajectory points toward a likely management buyout.</li>
<li>Pacific Industrial &amp; AI Holdings: Pacific reflects Japan’s activist-driven MBO scrutiny, while AI stands out as a rare compounding “buy and build” platform with activist backing.</li>
</ul>


Calbee: Profitability pressured by rising input costs, but valuation is attractive at 11x EBIT vs sector 14x, leaving it exposed to potential M&amp;A interest.
Eiken: Strategic shareholders near 30% with governance changes underway; growth steady, but trajectory points toward a likely management buyout.
Pacific Industrial &amp; AI Holdings: Pacific reflects Japan’s activist-driven MBO scrutiny, while AI stands out as a rare compounding “buy and build” platform with activist backing.


Japan Activist Briefs | Calbee, Eiken, Pacific Industrial, AI Holdings

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<p>In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">here</a>.</p>

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click here.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

<ul><li>Sales increased 34.0% YoY to JPY50.6bn, driven by Iwatsu Electric's acquisition and growth in Security Equipment.</li><li>Operating profit decreased 5.0% YoY to JPY7.4bn, impacted by weaker performance in the Information Equipment Business.</li><li>Net income rose 20.5% YoY to JPY17.3bn, mainly due to JPY14.7bn extraordinary gain from negative goodwill.</li></ul>

Sales increased 34.0% YoY to JPY50.6bn, driven by Iwatsu Electric's acquisition and growth in Security Equipment.Operating profit decreased 5.0% YoY to JPY7.4bn, impacted by weaker performance in the Information Equipment Business.Net income rose 20.5% YoY to JPY17.3bn, mainly due to JPY14.7bn extraordinary gain from negative goodwill.

Ai Holdings (3076 JP): Q3 FY06/24 flash update

Japan

Ai Holdings Corporation is a holding company, which was established through reorganization. The Company manufactures and sells information industry related equipment. Ai Holdings' products include personal computers, office server systems, office automation systems, mailing systems, and security systems. Ai Holdings also designs, develops, and sells software.

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Ai Holdings (3076 JP)